Claudia ArevaloClaudia ArevaloInvestment Associate
About Claudia
Claudia Arevalo is an Investment Associate at J.P. Morgan Wealth Management.
Claudia joined Ethan Emma's team in 2021, and is integral to the team's creation of tailored wealth management strategies for high-net-worth clients, executives, small business owners and multi-generation families. Her focus is on offering advice and continuity.
As an Investment Associate for the team, Claudia works in close partnership with Joseph Gorel to execute strategies across all aspects of the business for clients. Her responsibilities include onboarding new clients, fund transfers, executing securities transactions, portfolio advisory asset allocation and coordinating operational aspects for the team. She works diligently to deliver an excellent customer experience.
With 15 years of experience in financial services, Claudia began her career in 2010 at Wells Fargo Bank as a Personal Banker, where she developed skills to carefully address individual clients' needs. She joined J.P. Morgan in 2019 and holds FINRA Series 7 and 66 securities licenses.
A native of Ecuador, Claudia is fluent in Spanish. She graduated from Private University of Loja, Ecuador with a B.S. in Business Administration with a major in Finance. Claudia holds an M.B.A in Finance from Palm Beach Atlantic University and is a Sigma Beta Delta International Honor Society Member. In her free time, she enjoys working out, traveling and spending time with her family.
Insights
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What to do with inheritance money: Managing cash, securities and gifting strategies
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Estate planning for Indigenous Americans
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now